The Invested

Dustin Reid – Inflation Trends, China’s Ripple Effects, and Real Yields

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Dustin provides a deep analysis of the latest US and Canadian inflation readings, shares his perspectives on the concerns around China’s reopening, and offers fixed income trade opportunities to capture real yields across the globe.

This episode was recorded on August 17, 2023.

Dave Taylor & Tyler Hewlett – Unravelling Growth vs. Value: Enter the Global Energy Transition and AI Driven Digitization

In this episode, host Matthew Schnurr is joined by Dave Taylor and Tyler Hewlett, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Bluewater Team. Together they explore the evolving paradigms of growth and value and discuss the impacts of the global energy transition and AI driven digitization. Discover how these powerful forces are reshaping the investment landscape and gain strategic insights that guides businesses in this era of secular change.

This episode was recorded on July 28, 2023.

Katherine Owen & Ome Saidi – The Power of Quality: Navigating Through a Higher Rate Environment

In this episode, host Matthew Schnurr is joined by Katherine Owen and Ome Saidi, Vice Presidents and Portfolio Managers of Mackenzie Investments’ Global Equity and Income Team, where they delve into the art of quality investing. Discover the defining characteristics of quality companies and how they can weather market turbulence and flourish amid changing economic landscapes. Katherine and Ome also discuss how technological disruption, particularly AI, could affect quality companies.

This episode was recorded on July 31, 2023.

Lesley Marks – Economic Resilience Amid Rising Rates: What to Expect Next?

In this episode, host Matthew Schnurr in joined by Lesley Marks, CIO of Equities at Mackenzie Investments. Together they explore the economic resilience that has been defying expectations amid rising interest rates. Uncover the latest trends in the ongoing earnings season and gain valuable insights into what this means for investors in the Canadian stock market. Lesley also sheds light on the potential global impacts of the Bank of Japan’s recent softening yield curve control program.

This episode was recorded on July 28, 2023.

Dustin Reid – Decoding the Fed’s July Meeting: The Outlook for Future Rate Hikes

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities and inflation data. They explore the Federal Reserve’s most recent 25 basis point hike, its implications, and key takeaways from the July meeting. Dustin also provides an update on strategic positions the Fixed Income Team are monitoring, including U.S. Treasury inflation-protected securities and emerging market bonds.

This episode was recorded on July 27, 2023.

John Cook – The Big Battery Bet in the Great Energy Transition

In this episode, host Matthew Schnurr is joined by John Cook, Senior Vice President, Portfolio Manager, and Team Co-Lead of Mackenzie Investments’ Greenchip Team. Together, they discuss why batteries matter in the great energy transition, the most recent subsidies put forward by governments supporting this transition, supply chain and geopolitical risks, and what this means for the Greenchip Team’s portfolios.

This episode was recorded on July 13, 2023.

Lesley Marks – Is Low Volatility an Ominous Sign for Equities?

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities. Together they discuss the Bank of Canada and Federal Reserve’s upcoming interest rate decision, why volatility in equities have been recently low, and what to expect in this earnings season.

This episode was recorded on July 6, 2023.

Arup Datta – The Evolution of Quantitative Investing

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Arup Datta, Senior Vice President, Head of Global Quantitative Equity Team. Together, they discuss how quantitative investing has changed in the past five years, the role of AI and ChatGPT in fundamental analysis, and Arup’s philosophy of all-weather investing and the construction of his models.

Special: Mid-Year Outlook with Lesley Marks and Steve Locke

At the halfway point of 2023, one thing is clear: Goldilocks is still nowhere to be seen.

In this special episode, host Matthew Schnurr is joined by Mackenzie Investments’ Lesley Marks, CIO of Equities, and Steve Locke, CIO of Fixed Income and Multi-Asset Strategies, to discuss where equity and fixed income markets are heading for the second half of the year and why. Topics discussed in their conversation include:

• If inflation will remain stickier than expected
• Renewed hawkishness within central bankers around the globe
• An update on the regional banking crisis and if it’s truly over
• Outlook for equities and fixed income for the rest of 2023

For more insights and perspectives, download our 2023 mid-year market outlook.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.

Dustin Reid on the BoC’s decision to hike while the Fed decided to skip

In this episode, host Matthew Schnurr is joined by Mackenzie Investments’ Dustin Reid, VP and Chief Fixed Income Strategist. Together they discuss recent central bank activities, including the Bank of Canada’s decision to hike interest rates while the Fed decided to skip. Dustin also provides an update on trade ideas that his team are monitoring.

At Mackenzie, we want to create a more invested world, partnering with advisors to help investors become more knowledgeable, more educated, and more invested so they can meet their full potential. Learn more at mackenzieinvestments.com.